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iShares Russell 2000 Value ETF
IWN

1,035 hedge funds and large institutions have $9.05B invested in iShares Russell 2000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 299 increasing their positions, 362 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $12.7M

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

0% more funds holding in top 10

Funds holding in top 10: 24 → 24 (0)

1% less capital invested

Capital invested by funds: $9.11B → $9.05B (-$59.4M)

1% less funds holding

Funds holding: 1,045 → 1,035 (-10)

1.97% less ownership

Funds ownership: 74.4% → 72.43% (-2%)

17% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 362

Holders
1,035
Holders Change
-10
Holders Change %
-0.96%
% of All Funds
12.61%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
83
Increased
299
Reduced
362
Closed
70
Calls
$16.6M
Puts
$12.7M
Net Calls
+$3.85M
Net Calls Change
-$10.9M

Top Buyers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
+$157M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$18.9M
3
Morgan Stanley
Morgan Stanley
New York
+$17.5M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$17.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.2M

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$519M
2
Bank of America
Bank of America
North Carolina
-$339M
3
Charles Schwab
Charles Schwab
California
-$125M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$60.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$45.7M

IWN Hedge Fund Activity: Q1 2026 in Review

1,035 of the 8,207 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Value ETF (IWN) for Q1 2026, worth a combined $9.05B — down 0.65% from $9.11B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWN positions and 70 closed out — a net gain of 13 holders — while 299 added to existing stakes and 362 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $157M. The largest seller was TIAA Trust, National Association, cutting an estimated $519M.

  • 1,035 institutional investors held iShares Russell 2000 Value ETF (IWN) as of Q1 2026, down from 1,045 in Q4 2025.
  • Funds reported $9.05B of iShares Russell 2000 Value ETF stock for Q1 2026, down 0.65% quarter-over-quarter.
  • 83 funds opened new iShares Russell 2000 Value ETF positions in Q1 2026 and 70 closed out, a net change of +13 holders.
  • The largest iShares Russell 2000 Value ETF buyer in Q1 2026 was HSBC Holdings, an estimated $157M added.
  • The largest iShares Russell 2000 Value ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $519M sold.

Based on aggregated 13F filings for Q1 2026.